Dynamic Leasing Coordinator with a proven track record at Equipment Depot, excelling in compliance management and customer service. Adept at optimizing workflows and resolving complex issues, I effectively manage lease deals across multiple states, ensuring accuracy and timely funding. Recognized for my attention to detail and strong communication skills in high-pressure environments.
Overview
13
13
years of professional experience
Work History
Leasing Coordinator
Equipment Depot
2022.10 - Current
Submit customer credit applications to banks for credit approval, for fleet and construction equipment.
Oversee lease deals from credit submission to the end of lease funding process.
Multi-task and manage all company lease deals for the states of Texas, Pennsylvania, Kentucky and major accounts.
Communicate follow up items the bank needs to sales reps.
Audit and review lease agreements and other required documents.
Work closely with fleet team, to coordinate the shipping of equipment to customers.
Provide lease data to senior management.
Provide remittance details to accounts payable.
Research unpaid invoice issues and work with internal teams to get them resolved.
Research and address various leasing questions from customers and sales reps with banks.
Quote equipment pricing for sales reps
Licensing Communication Specialist
Rocket Mortgage
2020.08 - 2022.05
Assisted newly hired mortgage loan originators with becoming state licensed.
Requested, audited and processed state required documents.
Acted as a liaison between state regulators and mortgage loan originators to clear license items.
Walked new hires through the process of setting up their MU4 profile in the NMLS licensing system.
Prepared state license applications.
Worked closely with third party vendors to set up pre-license education and continuing education.
Coordinated with internal team members to set up federal and state required fingerprint appointments.
Researched and resolved licensing issues that delayed the licensing process.
Responded to licensing inquiries by phone and email.
Assisted with annual licensing renewal projects.
Trained team members on internal company licensing procedures.
Designed company license training material for new hires in the role.
Licensing Specialist
United Wholesale Mortgage
2018.10 - 2020.08
Provided licensing resources to mortgage brokers.
Resolved licensing cases through Salesforce and exceeded company SLA deadline requirements.
Researched state licensing statutes and communicated with state regulators to ensure compliance.
Submitted monthly, quarterly and annual state licensing reports.
Completed monthly audits of NMLS license checklists and all internal license materials to ensure internal information was current and up to date.
Assisted with company and branch license renewal projects.
Completed various tasks through the NMLS licensing system.
Assisted with clearing company license items.
Received inbound calls for the licensing team hotline.
Submitted monthly legal team credit card expense reports to accounts payable.
Worked closely with the compliance team and assisted with compliance matters.
Wire Specialist
United Wholesale Mortgage
2018.01 - 2018.10
Completed audits on purchase and refinance loan wire requests.
Worked closely with internal teams to clear closing conditions, before funding.
Balanced wire breakdowns, against loan closing disclosures to ensure accuracy with fees.
Processed incoming return wire requests.
Resolved funding inquiries through inbound calls from the wire team hotline.
Processed incoming funding documents.
Updated closing disclosure fees.
Submitted wires to the warehouse to fund customer loans.
Exceeded daily production goals for wire transactions.
Purchase Title Coordinator
Quicken Loans
2017.07 - 2017.10
Acted as a third party communicator between internal closing underwriters and title companies to clear closing conditions on purchase loan transactions.
Requested property title commitments and closing documents for the seller side of the transaction.
Completed follow ups to ensure items required for closing were received before deadlines.
Managed a pipeline of 80 or more customers at all times.
Processed incoming closing documents and updated closing fees.
Confirmed tax proration's and credits with title companies.
Finalized all loan and closing details with title agents before scheduling loan closings.
Sr Training Specialist / Training Specialist
Quicken Loans
2013.01 - 2017.07
Actively reviewed team member's calls to clients, and provided feedback on positive client experiences and opportunities for growth.
Tracked team member coaching trends and progress through excel reports.
Collaborated with senior leadership to express immediate coaching opportunities.
Assisted newly hired team members with live calls to customers while in training class.
Acted as a resource to help with call questions on the production floor.
Provided input on changes to call scripts and changes in process.
Education
Some College (No Degree) - Paralegal Studies
Henry Ford College
Dearborn, MI
Skills
Customer service
Equipment quoting
Data reporting
Compliance management
Document auditing
Licensing procedures
Problem solving
Effective communication
Process optimization
Attention to detail
Customer relationship management
Workflow coordination
Research
Written communication
Verbal communication
Fast learning
Multi-tasking
Training
Coaching
Audit
Licensing
Pipeline management
Business partnerships
Customer service expertise
Leasing terms and specifications
Reporting and correspondence
Training and mentoring
Lease file audits
Accomplishments
2 Brilliant Idea Awards - United Wholesale Mortgage